Keerthi J Raj
Tumkuru
Summary
Detail-oriented Order to Cash Specialist with 2.3 years of experience in managing end-to-end O2C processes, optimizing billing cycles, and enhancing revenue recognition. Proven track record of improving cash flow, reducing DSO (Days Sales Outstanding), and fostering customer satisfaction through efficient order management, invoicing, and collections. Adept at leveraging ERP systems and analytical skills to drive process improvements and operational excellence.
Analytical and productive Order to Cash Analyst known for efficiently completing tasks with precision. Possess specialized skills in financial analysis, accounts receivable management, and process optimization. Excel in communication, problem-solving, and time management, ensuring smooth and effective financial operations.
Overview
2
2
years of professional experience
Work History
Finance Executive
Bioneeds india private limited
Bangalore
06.2022 - Current
- Maintained accurate records of financial transactions according to Generally Accepted Accounting Principles.
- Analyzed financial data to identify trends and opportunities for improvement.
- Prepared detailed reports on financial performance including balance sheets, income statements, cash flow statements, and budgeting activities.
- Prepared monthly reconciliations for assigned customer accounts to ensure accuracy of balances reported in the General Ledger.
- Developed and implemented process improvements to reduce the time between order entry and cash receipt.
- Reviewed customer orders for accuracy and completeness, ensuring compliance with company policies.
- Interacted with internal teams like Accounts Receivable and Credit Control for efficient collection of receivables.
- Performed data analysis on customer accounts to detect trends in order processing delays or issues.
- Provided training to new team members on established procedures related to Order-to-Cash processes.
- Investigated root causes of invoice errors and took appropriate corrective action.
- Monitored incoming payments against open invoices, identified discrepancies, and followed up as necessary.
- Ensured compliance with applicable regulations related to Order-to-Cash activities.
- Reconciled differences between customers' remittances versus amounts due according to invoices issued.
- Managed communication with customers regarding overdue payments via telephone or email.
- Generated reports summarizing invoice activity by customer account.
- Collaborated with other departments such as Sales and Marketing to ensure smooth flow from order entry through cash receipt.
- Maintained records of all transactions within the Order-to-Cash system including sales orders, invoices, credits and debits memos.
- Assisted in resolving complex billing issues that required coordination across multiple departments.
- Assisted in developing metrics for measuring performance of Order-to-Cash processes.
- Coordinated with customers to ensure accurate invoicing, timely payments, and resolution of disputes.
- Researched customer queries regarding billing or payment status, communicated resolutions, and documented outcomes.
- Identified opportunities for streamlining manual processes utilizing technology solutions.
- Analyzed customer accounts to identify payment discrepancies and develop action plans.
- Performed financial calculations for amounts due, interest charges and balances.
- Received and recorded cash, checks and transfers.
- Handled accounts payable and receivable, including invoicing and payment processing.
- Compiled current budget data from estimated revenues, expenses and prior budgets.
- Matched orders with invoices and recorded required information.
- Implemented program to create daily spreadsheets and streamline financial reporting.
Education
MBA - Finance
Siddaganga Institute of Technology (SIT)
Tumkur09-2021
Bachelor of Business Management - Finance
Siddhartha Institute of Business Management
Tumkur05-2019
Skills
- ERP systems knowledge
- Strong analytical skills
- Accounts Receivable
- Order Management
- Report Generation
- Account Reconciliation
- Accounts Payable
- Purchase Orders
- Customer Relations
- Problem-solving abilities
- Vendor Record Management
- CRM Tracking
- SAP
- Problem-solving aptitude
- Vendor relationships
- General Ledger Management
- Problem-Solving
- Record Reconciliation
- Bill Payment and Recordkeeping
- Effective Communication
- Relationship Building
Languages
English
Advanced
C1
Kannada
Proficient
C2
Timeline
Finance Executive
Bioneeds india private limited
06.2022 - Current
MBA - Finance
Siddaganga Institute of Technology (SIT)
Bachelor of Business Management - Finance
Siddhartha Institute of Business Management